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Firms / T••••••• A•••••••

T••••••• A•••••••

Buyout firmLower middle marketFort Worth, TXt•••••••••.comSEC registered investment adviser

At T••••••• A•••••••, we sail beyond the ordinary, crafting financial strategies as unique as the families we serve. With a discrete presence and a legacy of excellence spanning 15 years, we serve families seeking an independent, coordinated and strategic approach to the management of their wealth.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.36bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Mar 27, 2024
RAUM
$1.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
6
PE fund GAV, latest filing
$359Mreported gross assets (Form ADV), not fund size
All private fund GAV
$359Mevery private fund type, latest filing
2024 PE fund GAV
$359Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-27, latest gav Private Equity Fund $359M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 8
Employees
15
Headquarters
Fort Worth, TX
Office address
1320 S UNIVERSITY DR, SUITE 701, Fort Worth, TX, 76107
Business phone
817-708-3663
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
industrials, consumer, hospitality leisure, energy, real estate
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
Representing clients who are often exposed to the highest tax brackets, we seek strategies that can compound client capital over the long term in a tax-efficient and cost-efficient manner.
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
8 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T••••••• C•••••• S•••••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$169M
as of Mar 27, 2024
no Form DUnknown
T••• O••••••••• S•••••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$57.5M
as of Mar 27, 2024
no Form DUnknown
W••• B••• E••••• P••••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$13.4M
as of Mar 27, 2024
no Form DUnknown
W••• B••• E••••• P••••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$12.0M
as of Mar 27, 2024
no Form DEarly deployment
W••• B••• E••••• P••••••• I••• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$47.2M
as of Mar 27, 2024
no Form DUnknown
T••••••• W••• B•••• L••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$60.0M
as of Mar 27, 2024
no Form DUnknown
T••••••• A••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$292,000
as of Sep 27, 2021
no Form DWound down
T••••••• O•• a•• G•• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$175,000
as of Sep 27, 2021
no Form DWound down
Team
5 current, 2 former
2 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
1 most recent
  1. Mar 30, 2012
    T••••••• A••••••• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

T••••••• A••••••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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